# Personal Banker SAFE Act, Williamsburg Area [Citi](https://www.jorb.ai/firms/citi.md) · New York · United States · [Retail Banking](https://www.jorb.ai/jobs/retail-banking.md) Citi is hiring a Personal Banker SAFE Act, Williamsburg Area in New York. Posted 2026-06-24; applications close 2026-08-23. **Apply**: https://citi.wd5.myworkdayjobs.com/2/job/Brooklyn-New-York-United-States/Personal-Banker-SAFE-Act--Williamsburg-Area_26972976 Posted 3d ago. ## Role details ## Overview The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, product or service activities in coordination with the customer service team. The objective is to foster relations with customers to build loyalty and help increase sales to individual consumer clients. ## Responsibilities - Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross-sell treasury and related small business products - Build referral opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program - Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers - Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through cross-selling relevant products and services while delivering a remarkable client experience - Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals - Recognize transaction needs of clients, educate clients on all service and digital channels, and leverage technology/marketing tools to uncover opportunities and present product offers/financial solutions - Understand and comply with Citibank policies, standards, and procedures - Appropriately assess risk when business decisions are made, considering the firm’s reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency ## Qualifications - 0-2 years of relevant experience - Previous banking, retail, or sales experience preferred - Knowledge of Smart Banking tools and technologies - NMLS registration; Safe Act compliant - Consistently demonstrates clear and concise written and verbal communication skills ## Education - Bachelor's Degree/University degree or equivalent experience ## Job Details **Location:** Brooklyn, New York, United States **Time Type:** Full time **Primary Location Salary Range:** $61,280.00 - $85,520.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ## Most Relevant Skills Please see the requirements listed above. ## Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ## Anticipated Posting Close Date Jul 24, 2026 _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. ## Applying to this role This Personal Banker SAFE Act, Williamsburg Area role at Citi runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=citi&job=6a3c70c6a56de18dad4b2348) ## More open roles at Citi - [Investment Banking Analyst - Power](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5aba.md) – New York, posted 1d ago - [Part-Time Universal Banker (20 Hours) - Smithaven Branch](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5ab3.md) – New York, posted 1d ago - [Part-Time Teller (20 Hours) - Lindenhurst Branch](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5ab7.md) – New York, posted 1d ago - [Part-Time Teller (20 Hours) - Lakeland Branch](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5abf.md) – New York, posted 1d ago - [Part-Time Universal Banker (20 Hours) - East Farmingdale Branch](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5ab9.md) – New York, posted 1d ago ## Other open Retail Banking roles - [Associate Relationship Manager - Hang Seng Bank (HK)](https://www.jorb.ai/jobs/692062a01faff996aa847df6.md) at [HSBC](https://www.jorb.ai/firms/hsbc.md) – Hong Kong, posted 7mo ago - [Lloyds Banking Group Customer Support - Kensington](https://www.jorb.ai/jobs/6a3e6a5a9979855657ff95f0.md) at [Lloyds Banking Group](https://www.jorb.ai/firms/lloyds-banking-group.md) – London, posted 1d ago - [Banking Associate Full Time Preferred Language Spanish (Fordham Road)](https://www.jorb.ai/jobs/6a3ea2e8b80709966fa1b9b1.md) at [TD Bank](https://www.jorb.ai/firms/td-bank.md) – New York, posted 1d ago - [Customer Experience Advisor | S1 | Retail Banking | Clapham Junction](https://www.jorb.ai/jobs/6a3ea2d47360b8ecf9554262.md) at [Santander](https://www.jorb.ai/firms/santander.md) – London, posted 1d ago - [Retail Banker I Full Time Preferred Language Hindi (Richmond Hills)](https://www.jorb.ai/jobs/6a3edb0b408ebf9bef07c2ac.md) at [TD Bank](https://www.jorb.ai/firms/td-bank.md) – New York, posted 1d ago --- Updated: 2026-06-27 Canonical: https://www.jorb.ai/jobs/6a3c70c6a56de18dad4b2348